Actions
Who can use this feature?
The main Product Owners along with the members having Admin Roles access granted.
Actions refer to the process or the result of doing something. In Engage, an action is basically a trigger that might occur on a donation processed or an account or contact preference updated, etc. Admin users can add actions according to the user preferences.
Click the + Add Action option, and:
- Input the name of the action and add any notes, if required.
- Select the entity, the action is related to.
- Select the trigger related to the entity.
- Mention any conditions of the action for complex filtering.
- Choose any PDF document, email or SMS to be generated when the action takes place and click Save.
tip
You can also search for any action in the list via the search bar on top.
All actions appear in the form of a list.
| Parameters | Description |
|---|---|
| Name | Name of action. |
| Triggers | Type of action related to an entity. |
| Updated At | Date and time the action was updated. |
| Dispatches | Any document (PDF, email or SMS) dispatched when the action takes place. |
| Notes | Any notes added. |
